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Earnings

Can Qualcomm (NASDAQ:QCOM) Justify a 9.6% Options-Implied Swing on Earnings?

The main debate is Apple. Apple-related revenue is expected to fall about 50% sequentially, and Qualcomm's earlier view that it wouldSupplyroughly 20% of next-generation iPhone modems is expected to be revised down, per the preview. Offsetting that, automotive revenue could reach an annualized run …

Vinay Lochav | 04 November 2026

Can a 97% Data Center Jump Last at AMD (NASDAQ:AMD), Arista Networks (NYSE:ANET), Super Micro Computer (NASDAQ:SMCI) and Fabrinet (NYSE:FN)?

Key HighlightsAMD (NASDAQ:AMD) reported third-quarterRevenueof USD 13.377 billion, up 45%, withData Centerrevenue up 97% to about USD 8.546 billion and fourth-quarter guidance near USD 17 billion.Arista Networks (NYSE:ANET) posted revenue of about USD 3.66 billion, up 58.5%, and guided the fourth quarter to USD …

Vinay Lochav | 04 November 2026

Why Did Shopify (NASDAQ:SHOP), Zebra Technologies (NASDAQ:ZBRA), Thomson Reuters (NASDAQ:TRI) and Sysco (NYSE:SYY) All Fall About 9% on November 3?

Key HighlightsShopify (NASDAQ:SHOP) fell about 9% on November 3, 2026, after gross merchandiseVolumeof USD 119.1 billion missed the roughly USD 120 billion expected, despiteRevenuegrowth of 32%.Zebra Technologies (NASDAQ:ZBRA) closed down 8.76% after adjusted grossMarginfell to 46.0% from 48.2%, even though net sales rose 22.3% …

Vinay Lochav | 04 November 2026

Tumbling 9.59%: Why Is RxSight (NASDAQ:RXST) Penny Stock Sliding After a 19% Revenue Drop in Q3?

The report showed a double-digit revenue decline, a lower gross margin and a wider loss, and the company did not provide financial guidance. Management attributed the weakness mainly to competitive pressure.

Vinay Lochav | 04 November 2026

How Did Apple (NASDAQ:AAPL), Palantir (NASDAQ:PLTR), Pfizer (NYSE:PFE) and Shopify (NASDAQ:SHOP) Fall After Beating on Earnings?

Key HighlightsApple (NASDAQ:AAPL) reported record September-quarterRevenueof USD 114.48 billion, up 12%, but guided December-quarter grossMarginto 45% to 46% and fell about 1.9% on November 3, 2026.Palantir (NASDAQ:PLTR) grew revenue 96% to about USD 2.3 billion and raised its full-year guide to about USD 8.53 …

Vinay Lochav | 04 November 2026

Which Raised Outlook Is Most Credible: Palantir (NASDAQ:PLTR), Neurocrine Biosciences (NASDAQ:NBIX), Revvity (NYSE:RVTY) or DuPont (NYSE:DD)?

Key HighlightsPalantir (NASDAQ:PLTR) raised full-yearRevenueguidance to about USD 8.53 billion after revenue grew 96% to about USD 2.3 billion, but fell about 1.6% as contract value grew only 6%.Neurocrine Biosciences (NASDAQ:NBIX) raised 2026 Ingrezza guidance to USD 2,900 million to USD 2,925 million from …

Vinay Lochav | 04 November 2026

Which Guidance Raise Is Real After Aehr Test Systems (NASDAQ:AEHR) Surged 26.5%: Fiserv (NASDAQ:FISV), IDEXX Laboratories (NASDAQ:IDXX) or Tempus AI (NASDAQ:TEM)?

Key HighlightsAehr Test Systems (NASDAQ:AEHR) rose 26.5% on November 3, 2026, afterRevenueof USD 33.0 million, up 200%, and fiscal 2027 revenue guidance raised to USD 150 million.Fiserv (NASDAQ:FISV) rose 12.46% after adjustedEarningsof USD 1.75 a share beat a published USD 1.72, despite a USD …

Vinay Lochav | 04 November 2026

Which Stocks Are Surging on Results on November 4, 2026: CPS Technologies (NASDAQ:CPSH) 15.06%, Duolingo (NASDAQ:DUOL) 14.82%?

CPS Technologies (NASDAQ:CPSH) was up USD 0.5249, or 15.06%, to USD 4.01 in pre-market trading on November 4, 2026. The catalyst is the third-quarter 2026Earningsrelease dated November 3, 2026, which showed record revenue of USD 8,900,433 versus USD 8,803,695 a year earlier. Gross margin …

Vinay Lochav | 04 November 2026

Why Did Guidance Hit Dynatrace (NYSE:DT) for 14.66%, Gartner (NYSE:IT), Skyworks Solutions (NASDAQ:SWKS) and Apple (NASDAQ:AAPL)?

Key HighlightsDynatrace (NYSE:DT) fell 14.66% on November 3, 2026, after cutting fiscal 2027 non-GAAPEarningsguidance to USD 1.88 to USD 1.90 from USD 1.97 to USD 1.99, even asRevenueguidance rose.Gartner (NYSE:IT) fell about 13% after adjusted earnings of USD 3.59 a share, up 30.1%, as …

Vinay Lochav | 04 November 2026

What Does a 9.6% Implied Swing at Qualcomm (NASDAQ:QCOM) Say Before McDonald's (NYSE:MCD), EVgo (NASDAQ:EVGO) and CoreWeave (NASDAQ:CRWV) Report?

Key HighlightsQualcomm (NASDAQ:QCOM) reports fiscal fourth-quarter results after the close on November 4, 2026, with a call at 4:45 p.m. ET and publishedOptionscoverage pointing to a swing of about 9.6%.McDonald's (NYSE:MCD) is due to report third-quarter results before the open on November 4, with …

Vinay Lochav | 04 November 2026
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